BAT gives managers a clear, real-time view of business performance, risk, and activity, without relying on spreadsheets, manual reporting, or second-hand updates.
It consolidates data across advisers, clients, and cases into a single platform, allowing managers to understand what is happening across the business and take informed action early, not after problems surface.
BAT is designed to highlight where management attention is needed. By aggregating activity across advisers and teams, it helps managers spot emerging bottlenecks before they affect service levels, identify advisers who may need support or intervention, understand where processes are slowing or breaking down, monitor workload and capacity more accurately, and review compliance outcome trends. This creates a calmer, more proactive management environment, reducing last-minute escalations and firefighting.
Commercial performance and regulatory responsibility are closely linked. BAT brings together operational data, compliance insight, and risk indicators in one place, allowing managers to monitor file-checking outcomes and trends, review risk reports and emerging themes, and understand how business growth aligns with regulatory expectations. By viewing growth and compliance side-by-side rather than in isolation, BAT supports better, more informed, and more defensible decisions.
Identify trends, outliers, and pressure points
BAT is designed to highlight where management attention is needed. By aggregating activity across advisers and teams, it helps managers spot emerging bottlenecks before they affect service levels, identify advisers who may need support or intervention, understand where processes are slowing or breaking down, monitor workload and capacity more accurately, and review compliance outcome trends. This creates a calmer, more proactive management environment, reducing last-minute escalations and firefighting.
As firms grow, reporting and oversight often become harder rather than easier. BAT is designed to scale across growing adviser headcounts, multiple offices or AR firms, and increasing regulatory complexity, providing a consistent management framework that grows with the business without adding administrative burden.
